VCAR vs. KIE ETF Comparison

Comparison of Simplify Volt RoboCar Disruption and Tech ETF (VCAR) to SPDR S&P Insurance ETF (KIE)

VCAR

Simplify Volt RoboCar Disruption and Tech ETF

VCAR Description

The Simplify Volt Robocar Disruption and Tech ETF is not just another thematic investment product. VCAR is designed to concentrate in those few disruptive companies poised to dominate autonomous driving and then enhance the concentrated exposures with options. With our partner Volt Equity our investment process begins with a first principles approach to identify those few companies poised to lead the disruption. We then deploy a sophisticated option overlay to create convexity in the portfolio to enhance the upside while improving drawdowns.

Grade (RS Rating)

Last Trade

$19.20

Average Daily Volume

11,167

Number of Holdings ^*

* may have additional holdings in another (foreign) market

KIE

SPDR S&P Insurance ETF

KIE Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$61.01

Average Daily Volume

1,061,851

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	VCAR	KIE
30 Days	76.83%	6.49%
60 Days	78.47%	7.62%
90 Days	72.66%	10.98%
12 Months	110.83%	38.27%

0 Overlapping Holdings

	Symbol	Grade	Weight in VCAR	Weight in KIE	Overlap

VCAR Overweight 50 Positions Relative to KIE

Symbol	Grade	Weight
NVDA	C	21.29%
AMD	F	10.6%
TSLA	B	8.11%
MSFT	F	4.8%
AAPL	C	4.18%
LMND	B	4.02%
AMZN	C	3.98%
GOOG	C	3.82%
ASML	F	3.75%
SQ	B	3.56%
META	D	2.79%
ADI	D	2.09%
NFLX	A	1.06%
AUR	C	0.98%
DIS	B	0.79%
MU	D	0.73%
INTC	D	0.73%
COST	B	0.69%
KLAC	D	0.61%
LRCX	F	0.59%
SNPS	B	0.45%
AMKR	D	0.42%
MRVL	B	0.42%
CRWD	B	0.42%
ADSK	A	0.41%
NXPI	D	0.38%
RIO	D	0.37%
BHP	F	0.35%
VALE	F	0.28%
MCHP	D	0.24%
GFS	C	0.23%
SQM	F	0.22%
TXN	C	0.22%
PAYX	C	0.21%
ARBE	D	0.2%
HPQ	B	0.19%
ALB	C	0.17%
VRSN	F	0.17%
FI	A	0.16%
ANSS	B	0.16%
TSM	B	0.15%
NIO	F	0.15%
MCO	B	0.14%
KO	D	0.14%
RIVN	F	0.14%
AXP	A	0.11%
LCID	F	0.08%
ADBE	C	0.07%
PANW	C	0.03%
DDOG	A	0.01%

VCAR Underweight 50 Positions Relative to KIE

Symbol	Grade	Weight
GSHD	A	-2.49%
UNM	A	-2.45%
BHF	B	-2.23%
LNC	B	-2.21%
KMPR	B	-2.2%
CNO	A	-2.2%
PRI	A	-2.17%
RLI	B	-2.15%
AGO	B	-2.13%
AIZ	A	-2.09%
WTM	A	-2.08%
THG	A	-2.07%
RYAN	B	-2.06%
CINF	A	-2.05%
AXS	A	-2.04%
MKL	A	-2.04%
SIGI	C	-2.03%
PRU	A	-2.02%
AON	A	-2.02%
WTW	B	-2.02%
MET	A	-2.02%
GNW	A	-2.02%
TRV	B	-2.01%
RGA	A	-2.0%
ORI	A	-1.99%
PFG	D	-1.98%
BRO	B	-1.98%
L	A	-1.97%
AFG	A	-1.97%
GL	B	-1.96%
ALL	A	-1.94%
AIG	B	-1.93%
WRB	A	-1.91%
KNSL	B	-1.9%
PGR	A	-1.88%
FNF	B	-1.88%
ESGR	B	-1.88%
HIG	B	-1.88%
AFL	B	-1.88%
AJG	B	-1.85%
CB	C	-1.85%
RNR	C	-1.85%
FAF	A	-1.82%
MMC	B	-1.8%
EG	C	-1.78%
PLMR	B	-1.75%
ACGL	D	-1.66%
ERIE	D	-1.45%
STC	B	-1.38%
OSCR	D	-1.33%

VCAR: Top Represented Industries & Keywords

Industries: Semiconductors Software - Application Auto Manufacturers Industrial Metals & Minerals Internet Content & Information Semiconductor Equipment & Materials Software - Infrastructure Business Services Media - Diversified Beverages - Soft Drinks Capital Markets Chemicals Computer Systems Consumer Electronics Credit Services Discount Stores Information Technology Services Insurance - Property & Casualty Semiconductor Memory Specialty Chemicals